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Interactive Brokers
IBKR

Name Holding Trade Value Shares
Change 		Change in
Stake
EDRH
726
Edmond de Rothschild Holding
Switzerland
$436K – – –
OWG
727
Oxford Wealth Group
Florida
$435K -$42.9K -515 -9%
EFG
728
Everhart Financial Group
Ohio
$433K +$149K +1,785 +56%
WA
729
Waverly Advisors
Alabama
$432K +$68.3K +821 +20%
S
730
SignatureFD
Georgia
$431K +$52.2K +627 +15%
OAM
731
Ostrum Asset Management
France
$431K – – –
RWPA
732
Richard W. Paul & Associates
Michigan
$428K -$177K -2,129 -30%
TAM
733
Trust Asset Management
Texas
$425K – – –
RIG
734
Ramiah Investment Group
Wisconsin
$424K +$405K +4,870 New
IWM
735
IHT Wealth Management
Illinois
$423K -$81.2K -976 -17%
NRG
736
Nemes Rush Group
Michigan
$423K +$11.3K +136 +3%
AWM
737
Atticus Wealth Management
Florida
$420K +$4.99K +60 +1%
DL
738
Dockside LLC
New York
$420K +$402K +4,828 New
VSQM
739
V-Square Quantitative Management
Illinois
$420K -$81.3K -977 -17%
LWA
740
Legacy Wealth Advisors
Florida
$418K +$4.08K +49 +1%
BFM
741
Boothbay Fund Management
New York
$417K -$5.42M -65,081 -93%
PAM
742
Palisade Asset Management
Minnesota
$416K – – –
BONST
743
Bank of Nova Scotia Trust
Ontario, Canada
$414K -$75.7K -910 -16%
SC
744
Syon Capital
California
$414K +$21.6K +259 +6%
AT
745
American Trust
Kentucky
$412K +$1.67K +20 +0.4%
VIM
746
Vinva Investment Management
Australia
$405K -$5.55M -66,653 -94%
MMPW
747
Mitchell McLeod Pugh & Williams
Alabama
$402K +$25.1K +302 +7%
CWM
748
Chemistry Wealth Management
New York
$400K – – –
LOAMS
749
Lombard Odier Asset Management (Switzerland)
Switzerland
$400K +$16.6K +200 +5%
GFP
750
Gryphon Financial Partners
Ohio
$398K +$1.08K +13 +0.3%
28 29
30
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